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To learn more visit: http://advisorproducts.com/mswebinars.aspx
Download the presentation slides at:
http://advisorproducts.com/mswebinars/mswebinar-2011-03-Seven-Secrets-Web-Ven...
In this webinar, we discussed seven secrets that financial advisor website vendors don't want you to know.
1. You can't optimize your website for search engines yourself
Instead of paying a designer's expensive hourly rate to update your website, make sure that you can optimize it yourself. Know the basics of SEO and how to integrate social media into your advisory firm's marketing plan. We've done webinars to educate advisors on SEO, and our Website Backoffice provides SEO tips when you create a new page on your site. See our webinars: 10 Search Engine Optimization Techniques For Advisors (http://advisorproducts.com/portal/webinar/mswebinar-2010-11-10-SEO-Techniques-For-Advisors.wmv) and Search Engine Optimization With Advisor Products Backoffice (http://advisorproducts.com/portal/webinar/mswebinar-2010-05-Search-Engine-Optimization-With-Advisor-Products-Backoffice.wmv).
2. They aren't integrated with practice management apps
Most financial advisor website vendors—especially smaller firms and independent designers—lack the programming expertise for integrating financial advisor technology applications. Advisor Products integrates with the industry's leading financial planning, portfolio reporting, CRM and account aggregation systems. See a full list at http://advisorproducts.com/partners.aspx.
3. You can't edit your website yourself
We're seeing many financial advisors switch to Advisor Products because they weren't able to edit their websites after paying a web developer thousands of dollars. Successful websites need to be updated frequently and easily, so a content management system is key. However, this complex programming is usually out of the scope of many design firms.
4. There is no support staff or they won't call you back
How many people are on the support staff? How many hours of support are included annually? Is there a FAQ page or help text to answer most of your questions immediately? Is there a published service policy? This will let you know how quickly you can get a response when you email the website vendor for support.
Does the website vendor provide emergency phone numbers if your site crashes on a weekend? We list contact numbers and emails on our support page (http://advisorproducts.com/contactsupport.aspx) and have technicians standing by for emergencies 24/7/365.
5. They don't offer website compliance tools
Compliance tools are complicated so many financial advisor website vendors don't offer them. Be sure to ask your website developer: Do you offer an integrated archiving system? Does the system support my compliance workflow? Does my broker/dealer use your compliance tool?
6. To get videos on your website, you'll have to create or buy them on your own
We teach our advisors how to create and optimize videos. See the webinar replay Use Video To Improve Your Website's Search Rankings (http://advisorproducts.com/portal/webinar/mswebinar-2010-12-Use-Video-To-Improve-Website-Search-Rankings.wmv) and check out Andrew Gluck's blog post (http://gluck.advisorblogcentral.com/2010/12/a-video-studio-for-financial-advisors-for-under-750).
Our library of professionally produced, FINRA-reviewed videos (http://advisorproducts.com/products/websites/marketingvideos.aspx) on key financial advisor marketing and financial planning topics is free with an Advisor Products Platinum website.
7. They can't advise you on social networking and other marketing issues
Will your website vendor help you integrate your social media content with your website? If not, find one who will. Check out our archived webinars at http://advisorproducts.com and http://advisors4advisors.com to learn more.
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Financial Planner Marketingby VitavieFinancial1,084 views
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